General Settings
General settings of QuoteMachine
By QuoteMachine and 7 others8 authors83 articles
- Automatic Reminders for Unpaid Invoices
- Collecting Late Fees in QuoteMachine
- Downloading a PDF version of your document
- Printing in QuoteMachine
- Setting up taxes
- Price Levels
- Change taxes in tax-inclusive accounts
- Setting Restrictions on Order Forms
- Create a contract document from quote
- Manage your QuoteMachine subscription
- Cancelling an Order
- How to use Zapier with QuoteMachine
- Connecting with Kangaroo rewards
- Attaching PDFs to account statements
- Automatic update of order status
- How to add your tax numbers
- Collecting a Payment from an Order
- Connect QuoteMachine to your own email account
- Connect with Zendesk Sell
- How to display the location or account email address in the Contact & Document details section
- Using Order Forms for Event Registration
- How to delete a deposit from a quote
- Creating a Return and Refund in QuoteMachine
- Entering Tax by Line Item
- Expiration dates on Quotes
- Using Merge & Custom Fields
- Order Forms
- How to Import Suppliers Through CSV File in QuoteMachine
- Displaying business details on your Documents
- Connecter QuoteMachine à votre propre compte courriel
- Taking an E-Signature in QuoteMachine
- The Font & Color Scheme customization
- Creating, Editing, and Deleting Document Templates
- Background image on Quotes
- Hide QuoteMachine logo from emails and documents
- Custom order statuses
- Custom Forms
- Remove a customer’s email from a template
- Custom Fields
- Variable fields in emails
- Using the Custom Pricing Table
- Adding ageing reports into documents
- Display a deposit on a quote
- Display account statements within invoices
- Insert video in quote template
- How to Use Snippets
- Adding an event to a calendar
- Link a calendar event to a group in the pricing table
- Setting up a calendar in QuoteMachine
- Creating a "round robin" scheduling page
- Creating Scheduling Pages in QuoteMachine
- Introducing Scheduling Pages
- How to send a scheduling page from a quote, invoice or order
- Configurer un calendrier dans QuoteMachine